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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Klauenberg is a financial advisor at CoreCap Advisors, a firm headquartered in Southfield, Michigan. Jeffrey has been a registered representative in the financial services industry since 1983 and has worked with clients of all types including individuals, businesses and retirement plans. Jeffrey holds multiple industry licenses and designations including a Series 7, Series 6, Series 22 and Series 63. He is also a Certified Financial Planner. Jeffrey's practice specializes in helping individuals and families plan for their financial future. He also works with businesses to provide retirement planning services. Jeffrey has a strong commitment to providing personalized service and helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
03/09/2022 - Present
Corecap Advisors (LAUREL MD)
MD
12/01/2006 - 06/18/2014
QUESTAR CAPITAL CORPORATION (LAUREL MD)
MD
01/04/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (LAUREL MD)
MD
02/26/2004 - 12/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELLICOTT CITY MD)
CA
08/01/2003 - 03/03/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/05/2001 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CO
06/02/1998 - 09/07/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
03/07/1997 - 06/02/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MD
05/29/1991 - 03/28/1997
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
MD
02/20/1991 - 04/03/1991
CALVERT SECURITIES CORPORATION (BETHESDA MD)
MD
02/12/1990 - 02/05/1991
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
AZ
06/18/1989 - 02/07/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/08/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/11/1983 - 07/27/1987
PW SECURITIES, INC.
BC
Issued 05/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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